Cassie_Holmes

Cassie_Holmes

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Offline
Date Last Visited
‎06-24-2020 08:14 AM
Level 2
Joined the community 06-03-2013
Rank Icon Level 2
London, UK
  • solved badge Reporting on score increases?

    Hi Marketo Community,We are trying to figure out a way of reporting on positive changes in lead score - essentially a list of leads whose score has increased over a given time period, for example the last month. We're not interested in specific Previous or New values, but just any leads that have in...

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  • Re: Experiences of Chili Piper for meeting scheduling?

    Thanks for all the feedback everyone - really helpful stuff. I think from what you've all said, they're definitely worth a look. I reckon we'll set up a demo in the near future to get started.Thanks,Cassie

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  • Experiences of Chili Piper for meeting scheduling?

    Hi allWe're currently looking into tools that will allow us to schedule meetings with leads at specific dates/times through Marketo emails/LPs. We've come across Chili Piper (www.chilipiper.com) which seems to fit the bill. Does anyone have any experience using this? Was it good/bad/easy to implemen...

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  • Re: Pausing leads in engagement programs

    Hi Kim - yes I've been using the conditions, but even when "member of engagement program" is not "true", Marketo seems to add the lead to the program so that it is "true" in order to then pause it!Edward - yeah I think you're right. Unless you don't mind losing the historical data, pausing seems to ...

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  • Pausing leads in engagement programs

    So, I'll try and keep this simple. We only want a lead to be in one engagement cycle at any given time to avoid them receiving too much content.When a salesperson adds a lead to an engagement program, I want that lead to be removed from any other engagement program that they are in.I've read on the ...

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    1492 0 3
  • solved badge Changing Engagement Programs?

    Hi all, would really appreciate some advice on the following:We currently have 3 industry-specific engagement programs running in Marketo. We have also created 3 additional engagement programs for our sales team that are product-specific - to add leads to when they are at the appropriate stage. All ...

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  • Re: Adding metadata to content files?

    Thanks Breno. I've posted it in the "Ideas" section so we'll see what happens!

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  • Adding metadata to content files?

    We'd like to be able to add metadata (egs tags / keywords / categories) to the content files (e.g. PDFs) that we're uploading in Marketo beyond the default ones that are added (I.e date uploaded and file format), so we can use this meta data to tag the content and create a searchable library on our...

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    1288 0 2

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Public Statistics
Date Registered ‎03-06-2013 06:55 AM
Date Last Visited ‎06-24-2020 08:14 AM
Total Messages Posted 9
Likes Received 1
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